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BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BROWN-WILBERT, INC. has sponsored the creation of one or more 401k plans.

Company Name:BROWN-WILBERT, INC.
Employer identification number (EIN):411821767
NAIC Classification:327300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHNNY MANCHE JOHNNY MANCHE2018-10-03
0012016-01-01JESSICA TURCOTTE JESSICA TURCOTTE2017-10-13
0012015-01-01JESSICA TURCOTTE JESSICA TURCOTTE2016-10-17
0012014-01-01DON VOMHOF DON VOMHOF2015-08-19
0012013-01-01DONALD VOMHOF DONALD VOMHOF2014-08-15
0012012-01-01DONALD VOMHOF DONALD VOMHOF2013-10-10
0012011-01-01DONALD VOMHOF DONALD VOMHOF2012-09-20
0012009-01-01DONALD VOMHOF DONALD VOMHOF2010-10-15

Plan Statistics for BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01157
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01154
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01145
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01155
Number of participants with account balances2021-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01136
Total number of active participants reported on line 7a of the Form 55002020-01-01110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01141
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01133
Number of participants with account balances2019-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01148
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01150
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01148
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-01124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01153
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01148
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01145
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01140
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01145
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01152
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01147
Number of participants with account balances2009-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,633
Total income from all sources (including contributions)2022-12-31$-459,260
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$822,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$787,265
Value of total corrective distributions2022-12-31$4,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$502,979
Value of total assets at end of year2022-12-31$4,958,425
Value of total assets at beginning of year2022-12-31$6,250,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,118
Total interest from all sources2022-12-31$1,065
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$472,625
Participant contributions at end of year2022-12-31$13,850
Participant contributions at beginning of year2022-12-31$35,120
Participant contributions at end of year2022-12-31$334
Participant contributions at beginning of year2022-12-31$6,451
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$305
Administrative expenses (other) incurred2022-12-31$29,536
Liabilities. Value of operating payables at beginning of year2022-12-31$10,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,281,850
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,958,216
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,240,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,746,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,015,765
Interest on participant loans2022-12-31$1,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$194,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$187,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-963,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,637
Employer contributions (assets) at end of year2022-12-31$3,113
Employer contributions (assets) at beginning of year2022-12-31$5,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$787,265
Contract administrator fees2022-12-31$1,582
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2022-12-31410738189
2021 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,343
Total income from all sources (including contributions)2021-12-31$1,207,158
Total of all expenses incurred2021-12-31$887,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$841,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$438,284
Value of total assets at end of year2021-12-31$6,250,699
Value of total assets at beginning of year2021-12-31$5,929,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,833
Total interest from all sources2021-12-31$2,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$430,706
Participant contributions at end of year2021-12-31$35,120
Participant contributions at beginning of year2021-12-31$50,640
Participant contributions at end of year2021-12-31$6,451
Participant contributions at beginning of year2021-12-31$181
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$305
Administrative expenses (other) incurred2021-12-31$43,812
Liabilities. Value of operating payables at end of year2021-12-31$10,328
Liabilities. Value of operating payables at beginning of year2021-12-31$9,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$319,722
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,240,066
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,920,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,015,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,677,349
Interest on participant loans2021-12-31$2,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$187,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$193,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$766,321
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,546
Employer contributions (assets) at end of year2021-12-31$5,546
Employer contributions (assets) at beginning of year2021-12-31$8,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$841,603
Contract administrator fees2021-12-31$2,021
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2021-12-31410738189
2020 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,258
Total income from all sources (including contributions)2020-12-31$1,139,985
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$871,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$831,281
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$413,696
Value of total assets at end of year2020-12-31$5,929,687
Value of total assets at beginning of year2020-12-31$5,660,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,736
Total interest from all sources2020-12-31$4,283
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$39,736
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$405,537
Participant contributions at end of year2020-12-31$50,640
Participant contributions at beginning of year2020-12-31$77,540
Participant contributions at end of year2020-12-31$181
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$56
Other income not declared elsewhere2020-12-31$250
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$9,343
Liabilities. Value of operating payables at beginning of year2020-12-31$9,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$268,968
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,920,344
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,651,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,677,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,422,171
Interest on participant loans2020-12-31$4,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$193,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$156,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$721,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,159
Employer contributions (assets) at end of year2020-12-31$8,159
Employer contributions (assets) at beginning of year2020-12-31$4,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$831,281
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2020-12-31410738189
2019 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,218
Total income from all sources (including contributions)2019-12-31$1,355,687
Total of all expenses incurred2019-12-31$424,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$384,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$362,603
Value of total assets at end of year2019-12-31$5,660,634
Value of total assets at beginning of year2019-12-31$4,728,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,040
Total interest from all sources2019-12-31$6,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$40,040
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$358,157
Participant contributions at end of year2019-12-31$77,540
Participant contributions at beginning of year2019-12-31$137,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$56
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$120
Other income not declared elsewhere2019-12-31$2
Liabilities. Value of operating payables at end of year2019-12-31$9,202
Liabilities. Value of operating payables at beginning of year2019-12-31$8,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$930,866
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,651,376
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,720,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,422,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,432,770
Income. Interest from loans (other than to participants)2019-12-31$6,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$156,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$150,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$986,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,446
Employer contributions (assets) at end of year2019-12-31$4,446
Employer contributions (assets) at beginning of year2019-12-31$8,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$384,781
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2019-12-31410738189
2018 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$110,615
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$314,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$270,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$395,209
Value of total assets at end of year2018-12-31$4,728,728
Value of total assets at beginning of year2018-12-31$4,924,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,548
Total interest from all sources2018-12-31$7,211
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$650,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$383,913
Participant contributions at end of year2018-12-31$137,681
Participant contributions at beginning of year2018-12-31$99,150
Participant contributions at beginning of year2018-12-31$25,918
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$120
Other income not declared elsewhere2018-12-31$-3
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$8,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-203,931
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,720,510
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,924,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,432,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,597,463
Interest on participant loans2018-12-31$7,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$150,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$197,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-291,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,067
Employer contributions (assets) at end of year2018-12-31$8,067
Employer contributions (assets) at beginning of year2018-12-31$4,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$270,998
Contract administrator fees2018-12-31$43,548
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2018-12-31410738189
2017 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,631
Total income from all sources (including contributions)2017-12-31$1,207,590
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,055,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,030,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$468,886
Value of total assets at end of year2017-12-31$4,924,441
Value of total assets at beginning of year2017-12-31$4,780,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,802
Total interest from all sources2017-12-31$5,436
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$362,840
Participant contributions at end of year2017-12-31$99,150
Participant contributions at beginning of year2017-12-31$109,034
Participant contributions at end of year2017-12-31$25,918
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$101,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2
Other income not declared elsewhere2017-12-31$-2
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$7,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$152,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,924,441
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,772,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,597,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,477,945
Interest on participant loans2017-12-31$5,436
Interest earned on other investments2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$197,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$189,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$733,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,226
Employer contributions (assets) at end of year2017-12-31$4,226
Employer contributions (assets) at beginning of year2017-12-31$3,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,030,761
Contract administrator fees2017-12-31$24,802
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2017-12-31410738189
2016 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$751,077
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,605,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,564,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$360,230
Value of total assets at end of year2016-12-31$4,780,045
Value of total assets at beginning of year2016-12-31$5,626,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,744
Total interest from all sources2016-12-31$4,585
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$356,986
Participant contributions at end of year2016-12-31$109,034
Participant contributions at beginning of year2016-12-31$89,374
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$7,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-854,069
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,772,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,626,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,477,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,169,873
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$4,655
Interest earned on other investments2016-12-31$-70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$189,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$362,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$386,262
Net investment gain/loss from pooled separate accounts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,244
Employer contributions (assets) at end of year2016-12-31$3,244
Employer contributions (assets) at beginning of year2016-12-31$5,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,564,402
Contract administrator fees2016-12-31$40,744
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2016-12-31410738189
2015 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$148,857
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,593,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,548,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$385,140
Value of total assets at end of year2015-12-31$5,626,483
Value of total assets at beginning of year2015-12-31$7,071,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,432
Total interest from all sources2015-12-31$4,838
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$379,036
Participant contributions at end of year2015-12-31$89,374
Participant contributions at beginning of year2015-12-31$106,267
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$955
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,444,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,626,483
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,071,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,169,873
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,012,177
Interest on participant loans2015-12-31$4,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$362,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$945,107
Net investment gain/loss from pooled separate accounts2015-12-31$-241,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,149
Employer contributions (assets) at end of year2015-12-31$5,149
Employer contributions (assets) at beginning of year2015-12-31$7,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,548,147
Contract administrator fees2015-12-31$45,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2015-12-31410738189
2014 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$548,460
Total of all expenses incurred2014-12-31$1,375,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,328,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$429,525
Value of total assets at end of year2014-12-31$7,071,205
Value of total assets at beginning of year2014-12-31$7,897,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,152
Total interest from all sources2014-12-31$3,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,427
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$327,906
Participant contributions at end of year2014-12-31$106,267
Participant contributions at beginning of year2014-12-31$93,852
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$93,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-826,698
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,071,205
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,897,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,012,177
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,635,579
Interest on participant loans2014-12-31$3,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$945,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,162,075
Net investment gain/loss from pooled separate accounts2014-12-31$115,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,654
Employer contributions (assets) at end of year2014-12-31$7,654
Employer contributions (assets) at beginning of year2014-12-31$6,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,327,782
Contract administrator fees2014-12-31$42,725
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2014-12-31410738189
2013 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,304,696
Total of all expenses incurred2013-12-31$980,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$930,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$322,438
Value of total assets at end of year2013-12-31$7,897,903
Value of total assets at beginning of year2013-12-31$7,573,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,794
Total interest from all sources2013-12-31$4,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$316,041
Participant contributions at end of year2013-12-31$93,852
Participant contributions at beginning of year2013-12-31$124,926
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$324,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,897,903
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,573,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,635,579
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,095,066
Interest on participant loans2013-12-31$4,927
Income. Interest from loans (other than to participants)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,162,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,349,413
Net investment gain/loss from pooled separate accounts2013-12-31$977,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$6,397
Employer contributions (assets) at end of year2013-12-31$6,397
Employer contributions (assets) at beginning of year2013-12-31$3,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$930,381
Contract administrator fees2013-12-31$49,794
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2013-12-31410738189
2012 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$949,915
Total of all expenses incurred2012-12-31$588,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$588,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$264,826
Value of total assets at end of year2012-12-31$7,573,382
Value of total assets at beginning of year2012-12-31$7,212,081
Total interest from all sources2012-12-31$5,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$260,849
Participant contributions at beginning of year2012-12-31$13,220
Assets. Loans (other than to participants) at end of year2012-12-31$124,926
Assets. Loans (other than to participants) at beginning of year2012-12-31$147,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$361,301
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,573,382
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,212,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,095,066
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,613,247
Income. Interest from loans (other than to participants)2012-12-31$5,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,349,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$435,350
Net investment gain/loss from pooled separate accounts2012-12-31$679,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,977
Employer contributions (assets) at end of year2012-12-31$3,977
Employer contributions (assets) at beginning of year2012-12-31$3,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$588,614
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2012-12-31410738189
2011 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-122,475
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$216,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$216,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$222,958
Value of total assets at end of year2011-12-31$7,212,083
Value of total assets at beginning of year2011-12-31$7,551,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$6,913
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$650,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$219,835
Participant contributions at end of year2011-12-31$147,143
Participant contributions at beginning of year2011-12-31$139,658
Participant contributions at end of year2011-12-31$13,220
Participant contributions at beginning of year2011-12-31$6,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-339,134
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,212,083
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,551,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,613,247
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,932,902
Interest on participant loans2011-12-31$6,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$435,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$466,500
Net investment gain/loss from pooled separate accounts2011-12-31$-352,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,123
Employer contributions (assets) at end of year2011-12-31$3,123
Employer contributions (assets) at beginning of year2011-12-31$5,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$216,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LETHERT, SKWIRA, SCHULTZ & CO., LLP
Accountancy firm EIN2011-12-31410738189
2010 : BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$910,737
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,131,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,131,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$212,173
Value of total assets at end of year2010-12-31$7,551,217
Value of total assets at beginning of year2010-12-31$7,771,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$6,722
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$650,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$204,843
Participant contributions at end of year2010-12-31$139,658
Participant contributions at beginning of year2010-12-31$130,738
Participant contributions at end of year2010-12-31$6,320
Participant contributions at beginning of year2010-12-31$3,325
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-220,326
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,551,217
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,771,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,932,902
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,262,069
Interest on participant loans2010-12-31$6,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$466,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$370,891
Net investment gain/loss from pooled separate accounts2010-12-31$691,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,837
Employer contributions (assets) at end of year2010-12-31$5,837
Employer contributions (assets) at beginning of year2010-12-31$4,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,131,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LETHERT, SKIWRA, SCHULTZ & CO., LLP
Accountancy firm EIN2010-12-31410738189

Form 5500 Responses for BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST

2022: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROWN-WILBERT, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 1
Insurance contract or identification number374144-01
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 1
Insurance contract or identification number374144-01
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 1
Insurance contract or identification number374144-01
Number of Individuals Covered6
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 2
Insurance contract or identification number374144-01
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 1
Insurance contract or identification number374144-01
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 1
Insurance contract or identification number374144-01
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $33
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $33
Amount paid for insurance broker fees0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 1
Insurance contract or identification number374144-01
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $479
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $479
Insurance broker organization code?3
Insurance broker nameTHOMAS HOKR
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374144-01
Policy instance 2
Insurance contract or identification number374144-01
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,208
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,208
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHOMAS HOKR
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 76368
Policy instance 1
Insurance contract or identification numberGP 76368
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,679
Total amount of fees paid to insurance companyUSD $420
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP VAR ANNUITY W/ GUAR FUND
Commission paid to Insurance BrokerUSD $15,679
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees389
Insurance broker nameSIGNATOR INVESTORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP76368
Policy instance 1
Insurance contract or identification numberGP76368
Number of Individuals Covered113
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,648
Total amount of fees paid to insurance companyUSD $3,589
Commission paid to Insurance BrokerUSD $18,648
Additional information about fees paid to insurance brokerSALES AND COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees3279
Insurance broker nameSIGNATOR INVESTORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP76368
Policy instance 1
Insurance contract or identification numberGP76368
Number of Individuals Covered119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,418
Total amount of fees paid to insurance companyUSD $1,989
Commission paid to Insurance BrokerUSD $14,418
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees1964
Insurance broker nameSIGNATOR INVESTORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP76368
Policy instance 2
Insurance contract or identification numberGP76368
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?4
Insurance broker nameSIGNATOR INVESTORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP76368
Policy instance 1
Insurance contract or identification numberGP76368
Number of Individuals Covered118
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,377
Total amount of fees paid to insurance companyUSD $2,554
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $18,377
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees2528
Insurance broker nameSIGNATOR INVESTORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP76368
Policy instance 1
Insurance contract or identification numberGP76368
Number of Individuals Covered114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,389
Total amount of fees paid to insurance companyUSD $2,461
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP76368
Policy instance 1
Insurance contract or identification numberGP76368
Number of Individuals Covered97
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,087
Total amount of fees paid to insurance companyUSD $6,453
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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